Inland Real Estate Income Trust Inc. has recently undergone a significant shift in its financial valuation and shareholder liquidity strategy. Originally marketed as a stable investment opportunity, the trust has faced declining valuations and a complex pivot in its redemption programs that have left many investors facing unexpected losses and limited exit options.
If you or someone you know has suffered significant investment losses working with Inland Real Estate Income Trust or another brokerage firm, don’t hesitate to reach out to Meyer Wilson Werning today. Our attorneys are experienced in securities fraud cases and will help to guide you through the process with a free and confidential consultation to determine whether your losses are the result of actionable misconduct.
Inside the Inland Real Estate Income Trust Inc. NAV Reset and Liquidity Pivot
A capital raise of $834.4 million (excluding distribution reinvestment proceeds) coincides with a newly established estimated net asset value (NAV) for Inland Real Estate Income Trust Inc., set as of September 30, 2025. Amid higher borrowing costs, tighter credit, and elevated capital demands across retail real estate, the board has reopened internal liquidity programs rather than pursuing a sale. This decision marks a significant shift for stockholders who have been waiting for a liquidity event.
Key Facts About the NAV and Program Changes
The board of directors approved a new estimated net asset value of $16.89 per share, which represents an 11.9% decrease from the prior figure of $19.17 published at the end of 2023. This determination was based on a report from SitusAMC Real Estate Valuation Services, LLC. Several factors contributed to this inland reit trouble:
- Higher discount and capitalization rates reflecting changing market conditions.
- Increased interest rates and greater capital expenditure assumptions.
- Broader market uncertainty, including the potential impact of tariffs.
Following a review of strategic alternatives, the board decided not to pursue a sale of the company. Instead, they announced the reinstatement of shareholder liquidity programs effective February 1, 2026. The updated value will be reflected in fourth-quarter 2025 account statements mailed in January 2026.
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Investor Fallout and Liquidity Pressures: Key Developments
The stress on Inland REIT is most visible in its redemptions and secondary market pricing. For much of 2025, investors found themselves unable to exit their positions as the redemption program was reportedly inactive.
Other critical developments for investors include:
- Severe Redemption Bottlenecks: Between July and September 2024, investors requested $2,407,960 in redemptions, but only $107,036 (roughly 4.4%) were actually fulfilled at $15.34 per share.
- Secondary Market Discounts: Lodas Markets and other secondary markets have recently reported shares of Inland REIT selling for as low as $11.75 per share, a steep discount from the official NAV.
- Repurchase Pricing Restrictions: Under the program restarting in 2026, ordinary share repurchases will only be fulfilled at 80% of NAV, or $13.51 per share.
- Distribution Reinvestment: The distribution reinvestment plan (DRIP) will resume at the new $16.89 NAV, effectively meaning investors are reinvesting into shares that have significantly declined in value.
Capital Structure and Governance Context
Understanding current inland reit news requires looking back at its historical capital moves. Shares were originally sold for $10 per share. In 2018, the company executed a 1-for-2.5 reverse stock split, which resulted in an adjusted offering price of $25.00 per share.
Compared to that $25.00 adjusted price, the current $16.89 NAV represents a major loss of principal. The value has trended downward steadily:
- 2015: Shares were reportedly worth $23.25.
- 2023: The NAV was estimated at $19.17.
- 2025: The current reset brings the value to $16.89.
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Meyer Wilson Werning Supports Investors Managing Inland REIT Changes
Brokerage firms and financial advisors have a duty under FINRA Rule 2111 (the suitability rule) to recommend investments that align with their clients’ risk tolerance and financial goals. Because non-traded REITs like Inland REIT are high-risk, complex, and often illiquid, they are frequently unsuitable for conservative investors or retirees.
If your financial advisor failed to disclose the risks and liquidity restrictions of Inland Real Estate Income Trust, or if you were overconcentrated in this product, you may be able to recover your losses through arbitration. Meyer Wilson Werning represents investors nationwide who have suffered losses due to firms failing in their duty to supervise or making unsuitable recommendations.
Contact us today for a free and confidential consultation so we can start your path forward. Our team is dedicated to holding negligent financial advisors and their firms accountable.
Frequently Asked Questions
What does the Inland Real Estate Income Trust Inc. NAV update mean for investors?
The new $16.89 figure resets the price for distributions, reinvestments, and repurchases. It reflects an 11.9% drop in value due to higher interest rates and market uncertainty.
How do share repurchase details affect liquidity decisions for this Inland REIT?
Stockholders wishing to exit must wait until February 1, 2026. Ordinary repurchases are only paid at 80% of NAV ($13.51), forcing investors to accept a significant loss relative to the stated NAV.
What role do conflicts and commissions play with non-traded REITs?
High sales commissions—sometimes reaching 15%—can incentivize brokers to recommend these REITs even when they are not in the client’s best interest. These costs immediately reduce the capital invested in real estate.
How can I seek recovery of losses tied to Inland Real Estate Income Trust Inc.?
Investors may pursue arbitration claims for unsuitable recommendations, misrepresentations, or supervisory failures. Meyer Wilson Werning can review your records to determine if you have a viable claim for compensation.
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